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Team lift-out

3 advisors left U•• F•••••••• S••••••• I••• for K••••• P•••••• W••••• S•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Kylee Arin O'NeilSylvania, OhJul 9, 2020Jun 30, 2020
Steven Hayden HafnerSandusky, OhJul 9, 2020Jul 9, 2020
Tyler R MckeanSylvania, OhJul 9, 2020Jun 30, 2020
The rule
Registrations ended
Jul 9, 2020
Registered next
Jun 30, 2020 to Jul 9, 2020
Branch state
OH
Cities
2, most in Sylvania, Oh
Registered there that day
7,840 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape